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    Financial Planning For Today and Tomorrow

  • Create Retirement Income Strategies

  • Create Tax Efficient Strategies

Insurance-Life/Disability/Long Term Care

Since there are always unforeseen changes in life, even the most carefully planned financial strategy can be derailed despite your best intentions. Our team has extensive experience working with all types of insurance and we contract with top-rated companies in order to ensure our clients get the maximum value. We will carefully review all your current insurance plans and policies. This includes life insurance, long-term and short-term disability insurance, elder care, and long-term care. We will discuss the risks of what you are investing in as well as the contractual nuances so that you are able to determine its worth at any given point. After fully understanding your unique needs, a structured plan is developed to help ensure your assets and your family is protected.

Together, we will uncover any questions or concerns you may have, such as:

  • Is my family protected should I die?
  • Do I need long term health care?
  • How do I care for my special needs child?
  • My spouse passed away, now what do I do?
  • Can I help my family and the charities I care about?
  • Should I get life insurance for my children?
  • What if I need to go into a nursing home?
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